See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,134 | $31,310+41.0% | $53,898-18.1% | $74,304-40.6% |
| Participation rate | 13.8% | 30.7%-16.9pp | 55.0%-41.2pp | 60.3%-46.6pp |
| Annual return | 19.00% | 23.16%-4.2pp | 528.60%-509.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $367 | $450-18.5% | $932-60.7% | $2,241-83.6% |
| Participant deferral / active EE | $1,044 | $934+11.8% | $1,826-42.8% | $3,767-72.3% |
| Admin fee / account holder | $1,647 | $2,175-24.3% | $2,491-33.9% | $2,969-44.5% |